Register leased equipment for property insurance
Each day, register newly accepted lease equipment on the insurer's agency system and record policy numbers. Staff hear only about items that failed.
The problem today
Leased equipment is covered by movable property insurance, so every day staff register newly accepted contracts on the insurer's agency system. It was automated with RPA, but the robot stops whenever the agency system's screens are updated, and registrations go missing until someone notices. Only the person who built the robot can fix it.
The workflow in Kitewell
- Get contracts accepted yesterday from the core systemAutomatic
- AI decides the coverage class from the equipment's name and specificationsAI judgment
- Sign in to the insurer's agency system and register coverageWeb
- Collect the issued policy numbersWeb
- Staff check items that could not be registered or whose class was unclearHuman task
- Record policy numbers against the contracts and post the result to TeamsAutomatic
What AI does
Decides the coverage class from the equipment's name and specifications. AI reads the agency system's screens and follows steps written as sentences, so small screen updates do not require rewriting the steps.
Where people decide
Staff check only the items that could not be registered or whose class was unclear. When a run stops, it continues from the item where it stopped.
What a PoC checks
- Whether registration and policy number collection run reliably on the agency system
- Whether the coverage class rules match your practice
- How far the workflow keeps running without changes when the agency system's screens change
Discuss a PoC for this work
We check whether this workflow runs on your own work and screens.
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